- City National Bank (Palo Alto, CA)
- ** RELATIONSHIP MANAGER TECH** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with commercial clients in the assigned business segment and/or ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- Bank of America (San Mateo, CA)
- Relationship Manager - EGP San Mateo, California... of America premises and to provide a safe work environment. To view Bank of America's Drug-free ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...tasks and priorities at once * Strong partnership and relationship management skills; ability to work across… more
- City National Bank (San Jose, CA)
- ** RELATIONSHIP MANAGER II** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening ... relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary...accordingly. + Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. +… more
- City National Bank (Sunnyvale, CA)
- ** RELATIONSHIP MANAGER I** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening ... relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary...accordingly. + Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. +… more
- Bank of America (Tracy, CA)
- …Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum ... Relationship Banker - Tracy area - Spanish Preferred... of America premises and to provide a safe work environment. To view Bank of America's… more
- Bank of America (San Jose, CA)
- …Team, along with the Merrill Market Supervision Manager (MSM) and Merrill Client Relationship Manager (CRM). This is a role in which the associates will ... Merrill Associate Market Supervision Manager San Jose, California **Job Description:** Merrill Wealth... of America premises and to provide a safe work environment. To view Bank of America's… more
- BMO Financial Group (Palo Alto, CA)
- …and profitability goals in compliance with legal and regulatory requirements and the Bank 's policies and processes. US Only: This position will act as an originator ... a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with… more
- City National Bank (San Jose, CA)
- …reporting items and/or covenant defaults based in partnership with Relationship Manager . + Maintains up-to-date knowledge on all Bank lending policies and ... accurate and calculated correctly. + Attends client meetings at Relationship Manager , CBS Manager , or...regulations. Confers with the Credit Manager and appropriate Bank personnel regarding new/existing… more
- BMO Financial Group (San Jose, CA)
- …progress by understanding and planning for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: +...the tools and support necessary for your success. + Work with your internal partnerships to leverage their expertise… more
- Umpqua Bank (San Jose, CA)
- …to our associates, our customers, and our communities. We create a great place to work by offering a special brand of relationship banking and by providing a ... Bank risk tolerances. + Partners with CSMs and Relationship Managers in customer and prospect calls as appropriate....CSM as part of training and development, with Underwriting Manager and Market Director mutual approval. + May oversee… more
- BMO Financial Group (San Ramon, CA)
- …specialized Government banking team within Institutional Markets. We will be adding a relationship manager in both Southern and Northern California that will ... relationships within the existing portfolio. Facilitates growth initiatives for the Bank through significant business development and excellent management of key… more
- BMO Financial Group (San Jose, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the ... as well as other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional customer experience. In… more
- Umpqua Bank (San Jose, CA)
- …to our associates, our customers, and our communities. We create a great place to work by offering a special brand of relationship banking and by providing a ... I Retail Banking Group San Jose, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers… more
- BMO Financial Group (San Jose, CA)
- BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the US We are driven by a single purpose: to ... join in building a highly valued segment within a stable and thriving bank . Facilitates growth initiatives for the Bank through significant business development… more
- PNC (Sunnyvale, CA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, ... in delivering the best experience for our customers. We work together each day to foster an inclusive workplace...Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will… more
- HSBC (Fremont, CA)
- …investors, our communities and the planet we all share. The Community Development Relationship Manager will be responsible to support a comprehensive community ... and recommendations to improve performance. As our Community Development Relationship Manager you will: + Establish and...and Company policies + As CRA subject matter expert, work with regional management so that each assessment area… more
- US Bank (Palo Alto, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- BMO Financial Group (Campbell, CA)
- …a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...into customer conversations to provide strategic advice. + Organizes work information to ensure accuracy and completeness. + Takes… more
- Deloitte (San Jose, CA)
- …advisory services, with clients in over 20 industries, is seeking an exceptional Advisory Manager with a focus on SAP Treasury. With a robust portfolio of well-known ... the Power of SAP Treasury: We are in search of an experienced Advisory Manager who is passionate about SAP Treasury transformation and technology. In this pivotal… more
- Citigroup (San Mateo, CA)
- The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client ... skill set to achieve personal/branch goals + Develop and execute integrated sales, relationship , and credit strategies that are aligned with the Retail Bank 's… more